Your firm's playbooks and project history, licensed on your terms
Consulting firms turn experience into method: proposals, project plans, status reports and lessons learned. Years of that delivery history across email, CRM, PSA and project tools is the kind of real workflow AI labs want.
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Who fits
- Management, strategy and operations consultancies
- IT, engineering and implementation consultancies
- Marketing, HR and specialty advisory firms
- Firms with years of project history in PSA, CRM and shared drives
What a provider looks at
- A desk team: employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count.
- Several years of history in your systems.
- Work across systems, such as email, chat, file storage, CRM, tickets and billing.
- Requirements vary by provider, sector and dataset, and the provider confirms fit.
What a licensable workflow can look like
A prospect's request turns into a proposal and statement-of-work template, a staffing plan, weekly status reports, a change request, and a lessons-learned note that updates the firm's playbook.
A generic illustration, not a real client. Labs value the sequence of steps, decisions and handoffs across systems; how personal details are handled belongs in the agreement.
Records that count
- Proposals, statements of work templates and pitch materials
- Project plans, status updates and delivery workflows
- Resourcing, staffing and time-tracking workflows
- Internal methodologies, playbooks and SOPs
- Client-service email and team chat
- Invoicing and billing workflows
Good to know
- Client deliverables and client-confidential material under engagement letters or NDAs may belong to your clients. Your own proposals, playbooks, project tracking and billing are usually yours, and the provider's review sorts it out.
- Client names and personal details are handled as the agreement specifies, and client agreements are excluded upfront.
- Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party's data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. Scope is a choice, so you can leave out anything else, such as pricing or trade secrets.
- Workflow data from QuickBooks, NetSuite and HR systems still counts.
- Usually not a fit anywhere: data involving minors, export-controlled or classified data, mostly paper records with little digital history, or records you don't have the rights to license.
- How personal details are removed or replaced belongs in the agreement, and the provider's review sorts out what's licensable. When in doubt, it's worth a conversation.
Tools your team already uses
Common consulting software we see. Don't see yours? Other systems can hold the same kind of work, and old or retired systems can count too.
PSA & resourcing
- Kantata (formerly Mavenlink)
- Certinia (formerly FinancialForce)
- Deltek Vantagepoint
- BigTime
- Scoro
CRM
- Salesforce
- HubSpot
Projects & collaboration
- Smartsheet
- Asana
- Monday.com
- Miro
Files
- SharePoint
- Box
What counts is your team's own work in and around these tools: the emails, tickets, notes, tracking and billing. No files are collected on this site, and we never ask for passwords.
Product names are trademarks of their respective owners and are listed for reference only; no affiliation or endorsement is implied.
See If You Qualify
A few quick questions. No files needed, and we never ask for passwords.
Opens the fit check on historypays.com in a new tab. No files are collected on this site.